Meyer Gates Financial Advisors, Inc
● SEC registered since 2024CRD 125046SEC# 801-130107West Chester, OH
Reg. AUM
$168.7M
Employees
6
Accounts
448
Location
West Chester, OH
Meyer Gates Financial Advisors, Inc assets under management
Meyer Gates Financial Advisors, Inc operates as an SEC-registered investment adviser based in West Chester, OH. The firm has been registered since 2024. It reports $168.7 million in regulatory assets under management and employs 6 people.
Meyer Gates Financial Advisors, Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Michael Meyer Control | Chief Executive Officer/Treasurer | Under 5% | 2016 |
| Joseph William Gates Control | Chief Compliance Officer/Secretary | Under 5% | 2020 |
| Meyer Gates Holding Company Control | Owner | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Meyer Gates Financial Advisors, Inc manage?
Meyer Gates Financial Advisors, Inc reports $168.7 million in regulatory assets under management on its Form ADV.
How many employees does Meyer Gates Financial Advisors, Inc have?
Meyer Gates Financial Advisors, Inc reports 6 employees.
Where is Meyer Gates Financial Advisors, Inc located?
Meyer Gates Financial Advisors, Inc is based in West Chester, OH and has been SEC-registered since 2024.
Does Meyer Gates Financial Advisors, Inc disclose fund performance?
Meyer Gates Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9078 Union Centre Blvd., Suite 350, West Chester, OH 45069 |
| Phone | 937-220-4915 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.7M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$168.7Mregulatory AUM
Discretionary $168.7M